RMR Group Inc.
RMR- Exchange
- Nasdaq
- Industry
- Services-Management Consulting Services
- SEC CIK
- 0001644378
No open-market purchases or sales by RMR Group Inc. insiders were filed in the last 90 days; 165 institutions reported holding it in 13F filings for Q2 2026, worth $265.1M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in RMR Group Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 184
- −4 vs. Q4 2023
- Shares held
- 11.9M
- −224.6K (−1.8%) vs. Q4 2023
- Total value
- $286.5M
- −$56.2M (−16.4%) vs. Q4 2023
- New holders
- 27
- 44 more added
- Sold out
- 31
- 53 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RMR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $265.1M |
| Q1 2026 | 169 | $196.1M |
| Q4 2025 | 170 | $186.7M |
| Q3 2025 | 177 | $180.2M |
| Q2 2025 | 179 | $192.7M |
| Q1 2025 | 179 | $193.0M |
| Q4 2024 | 168 | $252.2M |
| Q3 2024 | 175 | $310.2M |
| Q2 2024 | 181 | $265.4M |
| Q1 2024 | 184 | $286.5M |
| Q4 2023 | 192 | $343.6M |
| Q3 2023 | 181 | $297.8M |
| Q2 2023 | 171 | $282.1M |
| Q1 2023 | 194 | $330.9M |
| Q4 2022 | 185 | $361.4M |
| Q3 2022 | 175 | $293.6M |
| Q2 2022 | 186 | $360.0M |
| Q1 2022 | 185 | $382.3M |
| Q4 2021 | 190 | $426.0M |
| Q3 2021 | 181 | $402.8M |
| Q2 2021 | 177 | $466.1M |
| Q1 2021 | 186 | $498.3M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 8,361 | $200.7K | 0.01% | +8,361 | New |
| Summit Global Investments | 8,948 | $215.0K | 0.02% | −1,400−13.5% | Reduced |
| RBF Capital, LLC | 9,000 | $216.0K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 9,268 | $222.4K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 9,931 | $238.0K | 0.00% | 00.0% | Unchanged |
| Ibex Investors LLC | 10,000 | $240.0K | 0.31% | +10,000 | New |
| Nebula Research & Development LLC | 11,549 | $277.2K | 0.06% | −832−6.7% | Reduced |
| Truist Financial Corp | 11,606 | $278.5K | 0.00% | −30.0% | Reduced |
| Alliancebernstein L.P. | 11,667 | $280.0K | 0.00% | −950−7.5% | Reduced |
| Seizert Capital Partners, LLC | 12,127 | $291.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 14,698 | $352.8K | 0.00% | −2,849−16.2% | Reduced |
| Alps Advisors Inc | 14,784 | $354.8K | 0.00% | +1,766+13.6% | Added |
| Simplicity Wealth,LLC | 14,881 | $357.1K | 0.01% | +14,881 | New |
| Legal & General Group Plc | 15,002 | $360.0K | 0.00% | +973+6.9% | Added |
| Exchange Traded Concepts, LLC | 15,023 | $360.6K | 0.01% | +443+3.0% | Added |
| Envestnet Asset Management Inc | 15,694 | $376.6K | 0.00% | −5,751−26.8% | Reduced |
| California State Teachers Retirement System | 15,694 | $376.7K | 0.00% | −800−4.9% | Reduced |
| Bank of America Corp | 15,738 | $377.7K | 0.00% | −10,071−39.0% | Reduced |
| Corsair Capital Management, L.P. | 16,355 | $392.5K | 0.11% | −222−1.3% | Reduced |
| BayBridge Capital Group, LLC | 17,987 | $410.8K | 0.36% | +17,987 | New |
| Stoneridge Investment Partners LLC | 17,141 | $411.0K | 0.16% | +17,141 | New |
| Zacks Investment Management | 17,875 | $429.0K | 0.00% | +17,875 | New |
| State of Tennessee, Treasury Department | 18,390 | $441.4K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 18,594 | $446.3K | 0.00% | +8,555+85.2% | Added |
| Price T Rowe Associates Inc | 20,446 | $491.0K | 0.00% | +830+4.2% | Added |
| Franklin Resources Inc | 20,617 | $494.8K | 0.00% | +20,617 | New |
| Unison Advisors LLC | 20,736 | $497.7K | 0.05% | +287+1.4% | Added |
| Robeco Institutional Asset Management B.V. | 21,134 | $507.2K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 21,747 | $521.0K | 0.00% | +21,747 | New |
| Man Group plc | 21,763 | $522.3K | 0.00% | −5,225−19.4% | Reduced |
| Voya Investment Management LLC | 22,919 | $550.1K | 0.00% | −1,371−5.6% | Reduced |
| Panagora Asset Management Inc | 22,973 | $551.4K | 0.00% | +14,924+185.4% | Added |
| BNP Paribas Arbitrage, SA | 24,364 | $584.7K | 0.00% | +10,139+71.3% | Added |
| CastleKnight Management LP | 25,103 | $602.5K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 28,696 | $689.0K | 0.00% | +28,696 | New |
| Pacific Ridge Capital Partners, LLC | 29,537 | $708.9K | 0.16% | −7,753−20.8% | Reduced |
| Baird Financial Group, Inc. | 29,586 | $710.1K | 0.00% | +29,586 | New |
| Swiss National Bank | 30,792 | $739.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 32,636 | $783.3K | 0.00% | +32,636 | New |
| State Board of Administration of Florida Retirement System | 32,936 | $864.2K | 0.00% | −1,191−3.5% | Reduced |
| Third Avenue Management LLC | 37,000 | $888.0K | 0.14% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 38,000 | $912.0K | 0.00% | −27,500−42.0% | Reduced |
| Barclays PLC | 40,053 | $961.3K | 0.00% | −15,473−27.9% | Reduced |
| First Trust Advisors LP | 42,014 | $1.01M | 0.00% | +1,752+4.4% | Added |
| Credit Suisse AG | 43,108 | $1.03M | 0.00% | −10.0% | Reduced |
| Quinn Opportunity Partners LLC | 47,492 | $1.14M | 0.13% | −70,312−59.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 47,709 | $1.15M | 0.18% | +1,326+2.9% | Added |
| FMR LLC | 48,111 | $1.15M | 0.00% | −31−0.1% | Reduced |
| Globeflex Capital L P | 49,578 | $1.19M | 0.12% | −35,227−41.5% | Reduced |
| Rhumbline Advisers | 53,399 | $1.28M | 0.00% | −1,200−2.2% | Reduced |
| Jane Street Group, LLC | 53,554 | $1.29M | 0.00% | +53,554 | New |
| Martingale Asset Management L P | 62,807 | $1.51M | 0.03% | +1,608+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 63,048 | $1.51M | 0.00% | +42,288+203.7% | Added |
| Stifel Financial Corp | 64,927 | $1.56M | 0.00% | +1,430+2.3% | Added |
| Russell Investments Group, Ltd. | 67,318 | $1.62M | 0.00% | +13,822+25.8% | Added |
| Teacher Retirement System of Texas | 68,372 | $1.64M | 0.01% | +48,772+248.8% | Added |
| American Century Companies Inc | 68,620 | $1.65M | 0.00% | −1,879−2.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,293 | $1.71M | 0.02% | +1,519+2.2% | Added |
| Morgan Stanley | 77,130 | $1.85M | 0.00% | −2,087−2.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 77,332 | $1.86M | 0.01% | −3,086−3.8% | Reduced |
| JPMorgan Chase & Co | 80,753 | $1.94M | 0.00% | +45,642+130.0% | Added |
| Goldman Sachs Group Inc | 91,276 | $2.19M | 0.00% | +18,328+25.1% | Added |
| Los Angeles Capital Management LLC | 102,827 | $2.47M | 0.01% | +23,321+29.3% | Added |
| Engine Capital Management, LP | 114,761 | $2.75M | 0.56% | −12,658−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 131,228 | $3.15M | 0.00% | −107,990−45.1% | Reduced |
| Bank of New York Mellon Corp | 137,610 | $3.30M | 0.00% | −1,505−1.1% | Reduced |
| Northern Trust Corp | 157,161 | $3.77M | 0.00% | −7,387−4.5% | Reduced |
| Invesco Ltd. | 170,034 | $4.08M | 0.00% | +131,664+343.1% | Added |
| Citadel Advisors LLC | 171,812 | $4.12M | 0.00% | +52,283+43.7% | Added |
| Arrowstreet Capital, Limited Partnership | 207,583 | $4.98M | 0.00% | +40,455+24.2% | Added |
| Nuveen Asset Management, LLC | 219,591 | $5.27M | 0.00% | +4,993+2.3% | Added |
| Garner Asset Management Corp | 246,159 | $5.91M | 3.01% | +28,345+13.0% | Added |
| Lincluden Management Ltd | 290,000 | $6.96M | 0.83% | 00.0% | Unchanged |
| UBS Group AG | 306,641 | $7.36M | 0.00% | +88,461+40.5% | Added |
| Nantahala Capital Management, LLC | 345,792 | $8.30M | 0.81% | −58,271−14.4% | Reduced |
| Dimensional Fund Advisors LP | 357,320 | $8.58M | 0.00% | +24,356+7.3% | Added |
| State Street Corp | 375,220 | $9.01M | 0.00% | +15,520+4.3% | Added |
| Geode Capital Management, LLC | 411,536 | $9.88M | 0.00% | +15,352+3.9% | Added |
| Renaissance Technologies LLC | 452,914 | $10.9M | 0.02% | −3,500−0.8% | Reduced |
| Royce & Associates LP | 474,396 | $11.4M | 0.10% | +2,100+0.4% | Added |
| Federated Hermes, Inc. | 504,172 | $12.1M | 0.03% | +4,745+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 587,820 | $14.1M | 0.05% | +2,200+0.4% | Added |
| BlackRock Inc. | 1,740,951 | $41.8M | 0.00% | −130,588−7.0% | Reduced |
| Vanguard Group Inc | 2,276,544 | $54.6M | 0.00% | +9,488+0.4% | Added |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −365,730−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −41,949−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −36,728−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −32,335−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,812−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,658−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −12,575−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,302−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,797−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,827−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −9,315−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −8,889−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,580−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −8,192−100.0% | Sold out |